Bogart Wealth LLC’s Carlyle Group CG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $98.8K | Buy |
|
|||||
|
2025
Q2 | $80.2K | Buy |
|
|||||
|
2025
Q1 | $67.4K | Buy |
|
|||||
|
2024
Q4 | $78.1K | Hold |
|
|||||
|
2024
Q3 | $66.5K | Buy |
|
|||||
|
2024
Q2 | $62K | Buy |
|
|||||
|
2024
Q1 | $72.4K | Hold |
|
|||||
|
2023
Q4 | $62.8K | Sell |
|
|||||
|
2023
Q3 | $48.2K | Buy |
|
|||||
|
2023
Q2 | $48.7K | Sell |
|
|||||
|
2023
Q1 | $49.7K | Buy |
|
|||||
|
2022
Q4 | $45.5K | Hold |
|
|||||
|
2022
Q3 | $39K | Sell |
|
|||||
|
2022
Q2 | $51K | Buy |
|
|||||
|
2022
Q1 | $75K | Buy |
|